See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,728 | $159,602-67.0% | $150,045-64.9% | $142,382-63.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 11.92% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,621 | $4,961-67.3% | $4,693-65.5% | $4,299-62.3% |
| Participant deferral / active EE | $1,694 | $8,310-79.6% | $7,997-78.8% | $6,507-74.0% |
| Admin fee / account holder | $2,004 | $14,846-86.5% | $13,435-85.1% | $12,624-84.1% |